Heritage Wealth Management (Ohio)’s Prudential Financial PRU Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Buy	+2,056	New	+$209K	0.06%	252
2026 Q1	–	Sell	-2,181	Closed	-$246K	–	225
2025 Q4	$246K	Hold	2,181	–	–	0.07%	226
2025 Q3	$226K	Hold	2,181	–	–	0.07%	224
2025 Q2	$234K	Hold	2,181	–	–	0.08%	214
2025 Q1	$244K	Sell	2,181 -1	-0%	-$114	0.08%	200
2024 Q4	$259K	Hold	2,182	–	–	0.09%	200
2024 Q3	$264K	Hold	2,182	–	–	0.09%	196
2024 Q2	$255K	Buy	+2,182	New	+$252K	0.09%	194

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PRU Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Prudential Financial (PRU) in Q2 2026: 2,056 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #252 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in PRU as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in PRU in Q2 2024 and has held it in 8 quarters since. The position peaked at $264K in Q3 2024. 1,407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,056 shares of Prudential Financial worth $222K as of Q2 2026.
Prudential Financial was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Prudential Financial made up 0.06% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #252 holding.
Heritage Wealth Management (Ohio) first reported a position in Prudential Financial in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Prudential Financial position peaked at $264K in Q3 2024.
1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.